LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 11.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.87B
AUM Growth
+$834M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$35.8M
3
+$30.5M
4
NOW icon
ServiceNow
NOW
+$22.1M
5
IQV icon
IQVIA
IQV
+$10.1M

Top Sells

1
+$59.4M
2
+$29M
3
+$14.7M
4
TJX icon
TJX Companies
TJX
+$13.8M
5
PAYC icon
Paycom
PAYC
+$11.9M

Sector Composition

1 Technology 34.28%
2 Healthcare 18.59%
3 Financials 12.46%
4 Consumer Discretionary 10.94%
5 Communication Services 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3K ﹤0.01%
+57
802
$3K ﹤0.01%
+38
803
$3K ﹤0.01%
+148
804
$3K ﹤0.01%
+19
805
$3K ﹤0.01%
+10
806
$3K ﹤0.01%
+23
807
$3K ﹤0.01%
+59
808
$3K ﹤0.01%
+26
809
$3K ﹤0.01%
+15
810
$3K ﹤0.01%
+140
811
$3K ﹤0.01%
+128
812
$3K ﹤0.01%
+56
813
$3K ﹤0.01%
+38
814
$3K ﹤0.01%
+9
815
$3K ﹤0.01%
+28
816
$3K ﹤0.01%
+50
817
$3K ﹤0.01%
+64
818
$3K ﹤0.01%
+9
819
$3K ﹤0.01%
+419
820
$3K ﹤0.01%
+275
821
$3K ﹤0.01%
+290
822
$3K ﹤0.01%
+5
823
$3K ﹤0.01%
+56
824
$3K ﹤0.01%
+200
825
$3K ﹤0.01%
+143
31 32
33
34 35